Advisers on the Move

Never miss a move. The industry's only comprehensive database of financial advisers and brokers changing firms. View over a decade of recruiting activity at wirehouses, regional brokerages, RIAs and independent broker-dealers.

Considering changing firms, making a new hire or exploring an acquisition? Visit the Adviser Center.

Latest moves


Adviser(s) Firm joining Firm leaving AUM ($M) Date
George Watson Birdrow IIILPL Financial LLCMorgan Stanley07-03-2018
Kemper Bruns EhrhardtAmeriprise Financial Services, Inc.Morgan Stanley12-16-2016
Loreli Ann GheeCoker & PalmerMorgan Stanley08-08-2016
Gerry Edward LaumanUBS Financial Services Inc.Morgan Stanley08-07-2015
Christopher David InmanWells Fargo Advisors Financial Network, LLCMorgan Stanley06-12-2014
Joseph Allen SimpsonRaymond James Financial Services, Inc.Morgan Stanley10-25-2013
Chase Christian RobinsonNorthwestern Mutual Investment Services, LLCMorgan Stanley09-20-2012
James Elliott Grove Jr.Ameriprise Financial Services, Inc.Morgan Stanley12-02-2011
William Joseph Byrne IIILPL Financial LLCMorgan Stanley12-09-2010
Gerard GuercioLPL Financial LLCMorgan Stanley09-24-2010
Anthony G. GainesWells Fargo Clearing Services, LLCMorgan Stanley09-16-2010
Robert E. SimmonsWells Fargo Clearing Services, LLCMorgan Stanley05-06-2010
Bradley J. BumgarnerWells Fargo Clearing Services, LLCMorgan Stanley$5006-14-2013
Steven Dewitt TaylorLPL Financial LLCMorgan Stanley$5008-31-2012
William Marion Roberson IIRaymond James Financial Services, Inc.Morgan Stanley$10004-12-2019
G. Carey RevelsWells Fargo AdvisorsMorgan Stanley$10804-14-2015
John William Lang Jr.LPL Financial LLCMorgan Stanley$15004-17-2015
Mark Douglas CreelLPL Financial LLCMorgan Stanley$15002-19-2010
Joseph Hurston, Richard Moore, Robert SimmonsWells Fargo AdvisorsMorgan Stanley$19206-18-2010
Talmage Scott Robertson IIIWells Fargo Clearing Services, LLCMorgan Stanley$19602-15-2019
Johnny Lang, Michael TaylorLPL Financial LLCMorgan Stanley$35004-17-2015
Kerry Neal RicksRaymond James Financial Services, Inc.Morgan Stanley$1,00004-12-2019

Showing 1 to 22 of 22 entries

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Disclaimer & Methodology: The InvestmentNews Advisers on the Move database is designed to capture all recruiting activity of retail financial advisers/teams of advisers as they move from one firm to another. The activity recorded within the database comes from a number of sources, including InvestmentNews and other media reports; press releases; direct submissions that have been reviewed by InvestmentNews; and regulatory filings. To qualify as a move, no more than 60 days can have elapsed between the date an adviser/team leaves one firm and the date they join another. Any adviser registration changes that came as a result of merger & acquisition activity are not recorded as moves in the database. Finally, please note that all AUM data is user-submitted and is not audited by InvestmentNews or any regulatory agency. When AUM data is unavailable, a “ — “ is listed in the record’s AUM field entry. All data and information is the property of InvestmentNews LLC and is protected by copyright and other intellectual property laws. All rights are reserved by InvestmentNews LLC. Data may only be viewed on and can not be resold, republished, redistributed, sublicensed, or copied for any other use without the permission of InvestmentNews LLC.


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